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Travel & Leisure  // Browsing posts in Travel & Leisure

Macau Whisper

Macau Whisper

Research Question: What are the secular themes regarding long-term demand in Macau’s rapidly expanding gaming industry? Companies Covered: Melco Crown (MPEL), Las Vegas Sands (LVS), Wynn Resorts (WYNN), MGM Resorts (MGM), Sands China (HKG:1298), Galaxy Entertainment Group (HKG:0027), SIM Holdings (HKG:0880) Report Available: June 5, 2014   Blueshift’s initial research shows Macau rapidly expanding casinos, hotels, […]

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Apr 24 2014 Services, Travel & Leisure

Cruise Lines Gaining Back Pricing Power; River Cruises all the Rage

Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies: CCL, DIS, HKG:0678, NCLH, RCL By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Fourteen of 16 travel agent sources noted increased bookings in 1Q14 compared to 1Q13. Pricing is […]

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Cruise Whisper

Cruise Whisper

Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies Covered: Royal Caribbean (RCL), Carnival Corp. (CCL), Norwegian Cruise Line (NCLH), The Walt Disney Company (DIS) Report Available: April 23, 2014   Blueshift’s initial research indicates cruise lines using discount prices to drive bookings, with questions of whether […]

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App Gives EXPE Lead, Positions it for Growth in OTA Mobile Market

Research Question: Which OTA company leads in mobile conversion rates, and which is most popular with consumers? Companies: EXPE, OWW, PCLN, TRIP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Expedia Inc. (EXPE) was identified most often as leading the way in mobile app popularity and cited as well-positioned for growth, according […]

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Online Travel Whisper

Online Travel Whisper

Research Question: Will Priceline or Expedia benefit the most as the online travel industry reacts to the use of mobile and innovative marketing? Companies Covered: Priceline (PCLN), Expedia (EXPE) Orbitz Worldwide (OWW) Report Available: March 21, 2014   Blueshift’s initial research shows the online travel industry reaching new highs on the back of mobile growth as fierce competition emerges through […]

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Rental Car Fleets in Line with Solid Demand

Research Question: Are rental car fleets for Hertz, Avis and Enterprise a rational size for profit, and what is their inventory utilization rate? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings National rental car fleets are sized appropriately at all the major rental car companies. Regional increases to meet […]

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Largest Property Owners/Managers Support AWAY’s Pay-Per-Booking

Research Question: Will HomeAway’s new pay-per-booking program deliver increased revenue and rental listings, or cannibalize its subscription-based business? Companies: AWAY, EXPE, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Thirteen of 23 sources, including professional property managers with more than 1,000 properties, said HomeAway Inc. (AWAY) will increase revenue and […]

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Luxury Brands Whisper

Luxury Brands Whisper

Research Question: Are luxury brands expecting and prepared for a breakout year in 2014? Companies Covered: Louis Vuitton (EPA:MC, OTC:LVMUY), Burberry (LON:BRBY), Hermes (EPA:RMS), Kering (EPA:KER), Tiffany (TIF), Michael Kors (KORS), Coach (COH) Report Available: February 13, 2014   Blueshift’s initial research shows a surge of wealth in the U.S.’s upper-class and increased online spending boosting […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Are the rental car fleets for Hertz, Avis & Enterprise a rational size for profit and what is the inventory utilization rate? Companies Covered: Hertz Global (HTZ), Avis (CAR), & Enterprise Rent-A-Car Report Available: February 5, 2014   Blueshift’s initial research indicates rising rental car rates through 2014, driven by an improving economy, increased travel, […]

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Jan 13 2014 Services, Travel & Leisure

Wave Season Bookings Swell, Carnival Flounders

Research Question: What is the outlook for 2014 wave season bookings, pricing and incentives, and market share? Companies: CCL, DIS, HKG:0678, LON:TT, NCLH, RCL, TYO:9101/NPNYY By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Bookings for 2014’s wave season (January through March) have swelled, while cruise pricing has been stable to up […]

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